Content

Uploading the Document

Editors, hover over Admin in the main navigation > Main Tools > Document Upload.

Select the folder you wish to upload into or click “Add New Folder” at the top to add more. Click the green plus button sign to upload a document.

Select the document(s) you want to upload.

Adding the Hyperlink

Open the Editor to edit the content of the email, and begin composing the email.

Highlight the text you would like to make open the document.

Click the “Hyperlink” button on the right side of the toolbar, and select Document Link option.

Double Click the document you want to link.

This will attach the document in the email. Click Save to continue with the steps of sending an email.

FAQs

Q: How can I make it so members don’t have to login to view the document?

A: Going back to the “Document Upload” in the “Admin” bar you can unselect the box on the right of the document labeled “Secured”. When a document is set as secured it requires a login to view it.

Q: Can I use an image instead of text to link to the document?

A: Yes, just select the image instead of text and follow the same instructions for adding a hyperlink.

Best Practices

If you’re sending a document that has secure information, it will be best to keep the document secured so members must login to view it. This should reduce the chance of the member forwarding the email to a non-member. (Note, documents can still be downloaded and saved).

If you must send longer content via email, try putting the content into a document or PDF. This way, members may download the document or PDF, instead of reading a lengthy email.